Anne Jeffress
Office Manager at Jacques Financial, LLC
Last Updated:
August 08, 2020
Derwood, Maryland, United States, 20855
Contact Information
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Company Information

Jacques Financial, LLC is a family owned and operated business established by Joseph W. Jacques in 1979. Over the past 35 years the goal has been to provide individuals and families with an integrated individua...
Jacques Financial, LLC is a family owned and operated business established by Joseph W. Jacques in 1979. Over the past 35 years the goal has been to provide individuals and families with an integrated individual approach. Jacques Financial has been working with clients throughout the greater Washington D.C. metropolitan area and across the United States. Services include: Financial Planning, Wealth Management, Investment Advising, Money Management, Tax Planning and Tax Preparation, Estate Planning and Estate Preparation, Will Preparation, and Risk Management. Securities offered through Jacques Financial, LLC (JFLLC) a Broker-Dealer, Member FINRA and SIPC. Certain associates of Joseph W. Jacques, CPA, CFP TM are registered representatives of JFLLC. Joseph W. Jacques, CPA, CFP TM and JFLLC are affiliated. Investment advisory services are offered through Jacques Advisors, LLC, an affiliate of JFLLC. Tax services are offered through Jacques & Associates Certified Public Accountants, LLC an affiliate of JFLLC.
Location

15430 Avery Road, Rockville, Maryland, United States, 20855

Contact Number

(301) 738-1303

No. of Employees

10

Revenue

$6M

Social Links

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Keywords

wealth management, tax preparation, estate & will preparation, and risk management, finance, investment management, financial advising, financial services, investing, tax services

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